Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...
Client Service Representative
Cottonwood Heights, UT · On-site
$15.25 - $20.75/hr
We are seeking an experienced Client Service Representative to join our team. At VCA Willow Creek ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Cottonwood Heights, UT · On-site
$15.25 - $20.75/hr
We are seeking an experienced Client Service Representative to join our team. At VCA Willow Creek ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...
Associate Attorney
Draper, UT · On-site
Our firm handles personal injury cases from the initial client consultation through settlement ... We are seeking a motivated, detail-oriented, and dependable Associate Attorney to join our team.
New
Associate Attorney
Draper, UT · On-site
Our firm handles personal injury cases from the initial client consultation through settlement ... We are seeking a motivated, detail-oriented, and dependable Associate Attorney to join our team.
New
Tax Associate
Salt Lake City, UT · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Salt Lake City, UT · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Pleasant Grove, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Pleasant Grove, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Payson, UT · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Payson, UT · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
UT · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
UT · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Orem, UT · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Orem, UT · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Draper, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Draper, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
American Fork, UT · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
American Fork, UT · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Heber, UT · On-site
$58K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Heber, UT · On-site
$58K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Clinton, UT · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Clinton, UT · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
South Jordan, UT · On-site
$55K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
South Jordan, UT · On-site
$55K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Orem, UT · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Orem, UT · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Spanish Fork, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Spanish Fork, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Nampa, ID · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Nampa, ID · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Springville, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Springville, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Midvale, UT · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Midvale, UT · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Client Associate information
See Orem, UT salary details
$16.1K - $20.6K
3% of jobs
$20.6K - $25.1K
1% of jobs
$25.1K - $29.6K
9% of jobs
$29.6K - $34.1K
6% of jobs
$35.7K is the 25th percentile. Wages below this are outliers.
$34.1K - $38.6K
16% of jobs
$38.6K - $43.1K
11% of jobs
The median wage is $44.7K / yr.
$43.1K - $47.6K
11% of jobs
$47.6K - $52.1K
14% of jobs
$53.3K is the 75th percentile. Wages above this are outliers.
$52.1K - $56.6K
15% of jobs
$56.6K - $61.1K
11% of jobs
$61.1K - $65.6K
3% of jobs
$16.1K
$44.3K
$65.6K
How much do client associate jobs pay per year?
As of Aug 14, 2026, the average yearly pay for client associate in Orem, UT is $44,307.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,800.00 and $53,900.00 per year, depending on experience, location, and employer.
How does a client associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What is a client associate?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a client associate?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Orem, UT?
The most popular types of Client jobs in Orem, UT are:
What are popular job titles related to Client Associate jobs in Orem, UT?
For Client Associate jobs in Orem, UT, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Orem, UT look for?
The top searched job categories for Client Associate jobs in Orem, UT are:
What cities near Orem, UT are hiring for Client Associate jobs?
Cities near Orem, UT with the most Client Associate job openings:
$17 - $22.25/hr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 11 days ago
HUB International rating
8.0
Based on 140 frontline employees who took The Breakroom Quiz
163rd of 307 rated insurance
Job description
About HUB International
HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients - and we're looking for a driven professional to join our team.
Position Overview
The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive a seamless, high-quality service experience. This individual will be responsible for managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ideal candidate brings a professional demeanor, strong organizational skills, and a passion for client service in a financial services environment.
Key Responsibilities
Client Service & Relationship Support
Administrative & Operational Support
Compliance & Regulatory
Qualifications
Required
Preferred
Benefits
HUB International offers a competitive total rewards package, including:
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients - and we're looking for a driven professional to join our team.
Position Overview
The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive a seamless, high-quality service experience. This individual will be responsible for managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ideal candidate brings a professional demeanor, strong organizational skills, and a passion for client service in a financial services environment.
Key Responsibilities
Client Service & Relationship Support
- Serve as the primary point of contact for client inquiries, ensuring timely, accurate, and professional responses
- Coordinate client onboarding, account opening, and documentation processes with custodians and financial institutions
- Maintain and update client records, ensuring data integrity within CRM and portfolio management systems
- Prepare and distribute account statements, financial reports, and correspondence on behalf of advisors
- Schedule and coordinate client meetings, reviews, and follow-up communications
Administrative & Operational Support
- Process new account applications, transfers, beneficiary changes, and other service requests accurately and efficiently
- Liaise with custodians, third-party providers, and internal departments to resolve account issues and service requests
- Monitor and track pending transactions, follow up on outstanding items, and ensure timely completion
- Assist advisors with the preparation of financial planning materials, proposals, and presentations
- Maintain organized electronic and physical filing systems in compliance with regulatory requirements
Compliance & Regulatory
- Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies
- Assist with preparation and submission of required regulatory filings and forms
- Stay current on industry regulations and internal compliance updates as they relate to the role
Qualifications
Required
- Exceptional organizational skills with strong attention to detail and accuracy
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Strong written and verbal communication skills with a professional, client-focused approach
- Ability to manage multiple priorities in a fast-paced environment
- High level of integrity and discretion when handling confidential client information
Preferred
- Experience with financial planning or portfolio management platforms (e.g., Salesforce, Redtail, Orion, Tamarac, or similar)
- Knowledge of investment products, insurance products, or financial planning concepts
- FINRA Series 6, 7, or 65/66 license (or willingness to obtain - compensation reflects licensing status)
- Life & Health insurance license (or willingness to obtain)
- Associate's or Bachelor's degree in Finance, Business, or a related field
Benefits
HUB International offers a competitive total rewards package, including:
- Comprehensive health, dental, and vision insurance
- 401(k) retirement plan with employer match
- Paid time off and holidays
- Professional development and continuing education support
- Licensing reimbursement and study assistance
- Collaborative, team-oriented work environment with opportunities for career growth
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
What HUB International employees say
Pay
Benefits
Hours and flexibility
Workplace
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